13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
LGOV

FIRST TR EXCHANGE-TRADED FD

155 institutions still hold FIRST TR EXCHANGE-TRADED FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 33738D606·155 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$433M
79.0% inst. owned
of float
Holders
155
+2 QoQ
filers reporting
Activity
+16 / −30
+780 added · −742 reduced
this quarter
Concentration
21.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

155 institutions reported LGOV in Q1 2026. LPL Financial LLC leads at 21.3% of the visible book. +2 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$92M4.3M0.02%Q1 202602
ROYAL BANK OF CANADA
CIK 0001000275
$44M2.0M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$37M1.7M0.00%Q1 202604
Csenge Advisory Group
CIK 0001715593
$24M1.1M1.12%Q1 202605
GDS Wealth Management
CIK 0001940869
$23M1.1M1.41%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M1.0M0.01%Q1 202607
Stratos Investment Management, LLC
CIK 0001707206
$20M936K0.81%Q1 202608
STEPHENS INC /AR/
CIK 0000757657
$19M871K0.23%Q1 202609
Walkner Condon Financial Advisors LLC
CIK 0001817494
$18M841K2.39%Q1 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$18M813K0.00%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$17M767K0.02%Q1 202612
Marshall Financial Group, LLC
CIK 0001841496
$15M696K2.40%Q1 202613
Atria Wealth Solutions, Inc.
CIK 0001927543
$14M663K0.32%Q2 202514
Tidemark, LLC
CIK 0002009591
$13M600K3.29%Q1 202615
Concurrent Investment Advisors, LLC
CIK 0002001015
$12M536K0.13%Q1 202616
Financial Enhancement Group LLC
CIK 0001641438
$11M498K1.35%Q1 202617
Integrated Wealth Concepts LLC
CIK 0001737109
$11M493K0.08%Q1 202618
FIRST TRUST ADVISORS LP
CIK 0001125816· Index
$9M395K0.01%Q1 202619
Centennial Wealth Advisory LLC
CIK 0001839421
$9M394K2.06%Q1 202620
Anderson Financial Strategies, LLC
CIK 0002018166
$7M339K4.00%Q1 2026
Page 1 of 8
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